Scenarios:

  1. You want to set up a Lessons and Classes activity

  2. You run full term fixed day activities 

This document assumes the following:

  • You know the details of your Activity

  • You know the pricing structure of your Activity 

 How to create Lessons and Classes activity 

  1. Select Create an Activity from within the Activity tab.

  2. Select the Lessons and Classes type.

  3.  Select the start date and how many weeks you will run.

  4. Click the Let’s go! button.

General Settings

  1. Choose Category

  2. Choose your venue from the second drop-down menu

    • If your venue is not there, click the Create new venue button to the right.

    • This will take you to another page, where you will fill in the details of your venue.

    • Once you save this venue, it will appear in the Choose your venue drop-down menu.

  3. Select the staff who will be at the activity from the next drop-down menu.

  4. Select your type of attendees:

    • Children (their parents will make the bookings)  OR

    • Adults/young adults (will make bookings themselves)

  5. Choose activity name

  6. Add Room directions (if needed)

Online Listing Details

  1. Write a short summary of the activity that will be seen on the search results.

  2. Write a long description of the activity that will be seen on the activity page.

  3. List items your attendees need to bring and/or wear, and list highlights of the activity. These will appear as bullet-point lists on your online listing.

  4. If you have important information that you need everyone to read, you can provide it here (for example, information about bus routes). This message will display in a red Important Information alert box immediately above the booking form.

  5. Upload a Promo Image to enhance your tile.

  6. Attach any flyers in a form of pdf.

Session Times and Cost

  1. You can select only one session for this activity type

  2. Choose Attendee limit, Start & Finish times and Session Cost

Dates

  1. Select dates when the activity will be running

  2. Amend Attendee limit, Start & Finish times and Session Cost - if required

Additional Items

You are able to sell additional items and make them compulsory which means the item is auto-selected on the booking form and can not be un-selected. You can choose to require the child’s name or alternatively ask the customer how many of these items (quantity) they would like.

Please remember to assign Account Code is your Enrolmy account is integrated with Xero.

You might find this help guide useful: Tracking Additional Items For Classes And Lessons

Discounts

You can offer any of the discount types available. Please see here for more information:

Booking Settings

  1. You can specify when you would like your bookings to close.

  2. You can choose to add attendees to a waiting list if the maximum number of allowed attendees has been reached

  3. If you select Yes for "Attendees must complete Safety Form before attending" then the attendee (or parent) will receive reminders for incomplete Safety forms.

  4. You can prevent customers from editing their existing bookings within a specified period

Invoice Settings

  1. Invoices are generated in advance for the whole activity.

  2. Choose whether you will use a pro-rata rate.

  3. Choose your invoice due date

  4. Choose if you would like to make credit card the only payment option.

  5. Choose your invoice and Xero tracking options.

Subsidy Settings

Enable or disable OSCAR subsidies for this activity

Online Publishing Settings

  1. To enable customers to use the booking form to make bookings ensure the booking form is not hidden by selecting No

  2. To allow bookings or inquiries coming through for this activity, click Yes

  3. To publish the activity online and enable customers to find your minisite, click Yes

Awesome! You now know how to set up your Lessons and Classes Activities.

Last updated: 12 April 2022